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Colony Group’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Colony Group’s Portfolio FREL Stock Details FREL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-15,057
Closed -$374K – 817
2022
Q4 		$374K Buy
+15,057
New +$372K 0.01% 678

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return

Colony Group's FREL Position: Q1 2023 in Review

Colony Group sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2023, closing a stake of 15,057 shares — an estimated $374K sold.

Colony Group first reported a position in FREL in Q4 2022 and held it in 1 quarter. The position peaked at $374K in Q4 2022. 194 funds tracked by Wall St. Rank hold FREL as of Q1 2023.

  • Colony Group reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2023 after selling out during the quarter.
  • Colony Group sold 15,057 Fidelity MSCI Real Estate Index ETF shares in Q1 2023, an estimated $374K.
  • Colony Group first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2022 and held it in 1 quarter.
  • Colony Group's Fidelity MSCI Real Estate Index ETF position peaked at $374K in Q4 2022.
  • 194 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2023.

Based on Colony Group's 13F filing for Q1 2023, filed 16 May 2023.